Barbara Agerton

-Exclusive medical niche, with deep specialized industry expertise-Cash flow to owner exceeding 50%, with fees increasing 4 to 5% annually-Low owner hours, with a dedicated, low-turnover team supporting tax preparation and review-Fully remote operation with almost entirely paperless, automated workflows-Revenue growing consistently, projected $475,000 for 2026About This Practice:This virtual CPA firm specializes in a medical niche, offering tax return preparation, tax planning and projection services, and limited bookkeeping support. Revenue has grown steadily to approximately $475,000 projected for 2026, with cash flow to owner exceeding 50% and annual fee increases of 4 to 5%. The firm has built its entire client base through referrals within the medical community, including from existing clients, financial advisors, and industry-specific professionals, without any paid advertising. Operations run through a fully remote, ... Less

-Cash flow to owner exceeding 50%, with owner hours at less than 1,000 annually-Loyal, multi-generation client base built over many years, with no single client exceeding 5% of revenue-Client-facing team capable of handling the majority of engagement work independently-Practice could operate fully virtually, offering flexibility for a remote or hybrid buyerABOUT THIS PRACTICE:This hybrid full-service CPA practice has served a loyal, multi-generation client base for many years, offering compilation and corporate tax, personal tax, US tax returns for Canadian residents, trust returns, and bookkeeping and controllership services. Revenue has held steady at approximately $475,000 to $500,000 annually with cash flow to owner consistently exceeding 50% and owner hours of less than 1,000 per year. The team handles the majority of client-facing work, and the current owner has intentionally kept the practice at its present size rather ... Less

-Owner hours only 200-Approximately 80% of revenue comes from recurring engagements-Value-pricing model targets 70% to 80% margins with minimal accounts receivable-Cash flow over 70%About this practice:This fully virtual advisory firm provides fractional CFO leadership, tax advisory, M&A advisory, capital-raising support, valuations, and financial clean-up services to a diversified base of privately held companies across the United States. Approximately 80% of revenue comes from recurring engagements, with the remainder from project-based advisory work, supported by an experienced, contractor-based team that includes multiple CFOs and senior accounting staff. Team capacity is currently underutilized, giving a buyer room to grow revenue across the existing client base without immediately adding headcount. Leadership has expressed interest in continuing with the right buyer, offering meaningful transition support and continuity. ... Less

-Cash flow to owner exceeding 40% with stable, consistent revenue year over year-Well-rounded service mix including tax, estate and trust work, audits, and bookkeeping-All new clients sourced through referrals from attorneys and investment advisors, with no paid advertising-Tenured team operating independently within a collaborative, low-pressure cultureAbout this practice:Established Western North Carolina CPA firm with a strong reputation for personalized, attentive service to a loyal client base of individuals, small businesses, nonprofits, and estates. The practice is primarily tax-focused, with a meaningful concentration in estate and trust work, and serves clients through major life transitions with genuine care and responsiveness.Consistent annual fee increases provide built-in revenue growth without requiring new client acquisition, and the firm's billing model produces low accounts receivable and strong cash ... Less

-Consistent revenue growth for over 30 years, reaching approximately $760,000 in 2025-Fully remote, self-directed team with strong tenure and detailed policies and procedures documentation-Diverse client base spanning medical professionals, real estate investors, construction, and small businesses-Value-based pricing with regular fee increases applied across the client baseThis fully virtual CPA firm offers tax, accounting, bookkeeping, and payroll services to a diverse client base across the US and internationally. Approximately 50% of revenue is derived from business tax, bookkeeping, and payroll services. All preparers are assigned to specific clients, building the long-term relationships that drive retention and referrals.The fully remote team is self-directed and deeply familiar with their assigned client bases. A detailed policies and procedures manual reduces key-person dependency and supports a smooth transition.Ideal ... Less

-30+ years of referral-only growth across a diverse industry client base-Revenue stable at approximately $1.38M for three consecutive years-$548,100 cash flow at a 40% margin in 2025-Both partners willing to stay in producing roles through transitionABOUT THIS PRACTICE:This full-service CPA firm has built a strong reputation over 30 years through consistent, relationship-driven service, with many client relationships spanning 15 or more years. All growth has come through referrals, with no formal advertising. Annual fee increases are implemented consistently, supporting steady profitability without relying on new client acquisition.Revenue has remained stable at approximately $1.38M over three consecutive years, with a 2026 projection of $1.4M and cash flow of $548,100 at a 40% margin. The service mix spans personal and business tax, bookkeeping, and payroll. Both partners are committed to remaining in producing roles through ... Less

-Cash flow exceeding 40% in 2025-Higher-than-average fees across all service lines-Remote-capable operations with cloud-based systems-1,800 owner hours annually with flexible scheduleABOUT THIS PRACTICE:This full-service CPA firm has built a solid reputation serving a diverse mix of small businesses and individuals with bookkeeping, tax, and accounting services. The practice operates efficiently with cloud-based systems and a loyal, stable team, with the owner working approximately 1,800 hours annually while maintaining cash flow margins exceeding 40%.Remote operations are fully supported, though the current model includes in-office availability for clients who prefer in-person service. With above-average fees, low owner hours, and an established client base in a desirable location, this is a strong opportunity for a CPA looking to establish an independent practice or add a satellite office.IDEAL BUYER:The ideal buyer is a CPA ... Less

-Owner works approximately 260 hours annually with a strong leadership team managing day-to-day operations-Value-based subscription model with built-in annual fee increases and 97% recurring revenue-Revenue growing toward $1.6M in 2026 with significantly improved cash flow margins-Modern tech stack with documented systems, standardized workflows, and a scalable team structureABOUT THIS PRACTICE:Established in 2011, this fully virtual Client Advisory Services firm has built a profitable, scalable platform serving high-growth companies across several industries. The firm operates on a premium subscription model with billing conducted in advance of work performed, generating highly predictable recurring revenue with no tax work. A seasoned leadership team manages day-to-day operations, with the owner focused primarily on strategic initiatives at approximately 260 hours annually.Revenue is growing toward $1.6M in 2026 with ... Less

-One CPA partner willing to stay on to run daily operations-Nearly 100% paperless with efficient, scalable systems-Annual fee increases already in place providing predictable revenue growth-Young, productive team with low turnover and a strong collaborative cultureABOUT THIS PRACTICE:This full-service CPA firm has built a strong local reputation delivering bookkeeping, tax preparation, and attest work with a genuine client-first approach. The client base is diverse across small businesses and individuals, and the office operates on efficient, scalable systems with annual fee increases already in place.The team culture is a standout feature of this practice. Leadership emphasizes mentorship and professional development, and the firm's employee-friendly policies have produced a loyal, engaged team with low turnover. One CPA partner is willing to remain to handle day-to-day operations, allowing for flexible ownership involvement ... Less

-Tenured team with most staff having been with the firm for over a decade-Cash flow exceeding 40%-60+ years of established community reputation-Owners willing to remain on a part-time basis to support a smooth transitionABOUT THIS PRACTICE:Established for over six decades, this well-respected CPA firm offers a rare opportunity to acquire a practice with deep community roots and long-tenured staff. The firm has maintained steady, sustainable growth through a disciplined and selective approach to client acquisition that preserves its strong office culture. Operations are highly efficient and largely paperless, supported by annual fee increases and consistent service delivery built on deep institutional knowledge.One owner is willing to remain with the practice on a part-time basis, making this an attractive opportunity for a buyer seeking a profitable, well-run firm with room for strategic growth.IDEAL BUYER:The ideal buyer is ... Less

-Owner working fewer than 2,000 hours annually with cash flow around 40%-Long-tenured client base built on personalized, concierge-style service-Experienced, client-facing staff with capacity to support additional work-Consistent profitability with opportunity to expand service offerings and grow revenueABOUT THIS PRACTICE: This well-established CPA firm has built a loyal client base through long-term relationships and a highly personalized approach to service. Clients value the firm's accessibility and attentive service model, contributing to strong retention and consistent referrals. The experienced staff is capable, client-facing, and has capacity to absorb additional work without adding overhead.With the owner working fewer than 2,000 hours annually and cash flow margins around 40%, the practice delivers operational efficiency and consistent profitability. This is a strong opportunity for a buyer looking to step into a ... Less

-Owner working fewer than 2,000 hours annually with cash flow around 40%-Long-tenured client base built on personalized, concierge-style service-Experienced, client-facing staff with capacity to support additional work-Consistent profitability with opportunity to expand service offerings and grow revenueABOUT THIS PRACTICE: This well-established CPA firm has built a loyal client base through long-term relationships and a highly personalized approach to service. Clients value the firm's accessibility and attentive service model, contributing to strong retention and consistent referrals. The experienced staff is capable, client-facing, and has capacity to absorb additional work without adding overhead.With the owner working fewer than 2,000 hours annually and cash flow margins around 40%, the practice delivers operational efficiency and consistent profitability. This is a strong opportunity for a buyer looking to step into a ... Less

-30+ years serving a loyal base of high-net-worth clients with strong retention-Consistent annual fee increases driving reliable, predictable revenue growth-Qualified, self-motivated team operating with minimal owner oversight-Owner willing to remain part-time post-sale to support a smooth transitionABOUT THIS PRACTICE:Established for over three decades, this hybrid CPA firm has built an outstanding community reputation through personalized, relationship-driven service. The practice serves a diverse and growing base of high-net-worth clients across bookkeeping, tax preparation, and select audit engagements, delivered by a capable and experienced team.Consistent annual fee increases reflect strong client loyalty and solid market positioning, contributing to reliable revenue and predictable growth. The owner is willing to remain part-time post-sale, providing continuity for both staff and clients.IDEAL BUYER:The ideal buyer is a ... Less

-Cash flow exceeding 55% from a loyal, long-standing client base-No audit work required-Diverse service mix including bookkeeping, compilations, business and personal tax, and estate planningABOUT THIS PRACTICE:This well-established CPA Firm serves a loyal client base across a variety of industries, with concentrations in specialized areas that require technical depth in estate matters and agricultural tax. Clients are devoted to the quality of work and knowledge of the current owner, creating strong retention and consistent, recurring revenue. The service mix is broad and does not include audit work, making this an accessible opportunity for a buyer with strong tax and advisory capabilities.IDEAL BUYER:The ideal buyer is a CPA with at least five years of experience who is attentive, client-focused, and committed to building sincere, long-term client relationships. Experience with estate planning and agricultural tax work is ... Less